In this episode, Hall welcomes Jason Hull, Cofounder of Broadtree Partners. Broadtree Partners is a group of entrepreneurial investors focused on acquiring businesses where the owners are looking to transition from their current roles. They specialize in providing opportunities for owners to smoothly exit their companies and seamlessly change leadership, while preserving their legacy. As Jason puts it, they help owners who who want someone to help them “really realize the vision….or to allow them to get off the ride.” Broadtree focuses on companies in the 1-5M EBITDA range, or what he calls “classically under-matched” companies.

Jason talks about the challenges and upsides, and what investors need to be prepared for should they choose to invest in this space. He also discusses his investment thesis, and explains some of the operational challenges in the acquiring companies that may be stagnant, but with potential.

You can find Broadtree Partners broadtreepartners.com/

Jason can be reached on LinkedIn at linkedin.com/in/jhull/

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Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.